The super cycle bear market in bonds and the return of “bond vigilantes”  – implications for investors


The key points are:
  • Bond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty.
  • This is part of a super cycle rise in bond yields that started in 2020, partly reversing the super cycle from the 1980s.
  • The rising trend in bond yields could dampen other asset classes as it leads to a higher yield structure in the economy. This includes residential property.
 
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Shane Oliver


Head of Investment Strategy & Chief Economist, AMP

@ShaneOliverAMP

amp.com.au

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